Best Tools for Online Business Owners & Bookkeepers
These are the platforms I personally use to run my business and support my clients every day. If you’re building an online business or managing your finances, the right tools can save you time, reduce stress, and help you grow faster.
Full transparency: some links below are affiliate links, which means I may earn a small commission at no extra cost to you. I only recommend tools I genuinely use and trust.
Over the past several years as both a business owner and professional bookkeeper, I’ve tested countless tools to streamline operations, manage finances, and support client growth.
As a bookkeeper, I’ve also worked behind the scenes inside many of the platforms my clients rely on daily — so I know what actually works.
Here are the tools I trust and use consistently in my own business and with my clients.
(Plus some discount codes — because saving money is always a win.)
Essential Tools I Recommend
Tools I personally use to run my business and support my clients
Tally — Forms & Client Intake Made Simple
Tally is the form builder I use to collect client applications, onboarding details, and business information in a clean, professional way.
Why I recommend it:
• Easy-to-build forms with a modern look
• Automates client intake
• Connects directly with Notion
• Great for applications, surveys, and onboarding
• Saves time and reduces back-and-forth emails
If you want a streamlined way to gather information from clients or customers, this tool is a game changer.